We are live on ! Find out more
FMS icon

Fresenius Medical Care
FMS

226 hedge funds and large institutions have $764M invested in Fresenius Medical Care in 2018 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 59

0.03% less ownership

Funds ownership: 4.96% → 4.93% (-0.03%)

2% less capital invested

Capital invested by funds: $781M → $764M (-$17.1M)

3% less funds holding

Funds holding: 233 → 226 (-7)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

Holders
226
Holders Change
-7
Holders Change %
-3%
% of All Funds
5.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
66
Reduced
59
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$12.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.23M
3
Franklin Resources
Franklin Resources
California
+$5.52M
4
TIM
Thornburg Investment Management
New Mexico
+$3.75M
5
PPA
Parametric Portfolio Associates
Washington
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
MAMU
Marathon Asset Management (UK)
United Kingdom
-$11.8M
2
Morgan Stanley
Morgan Stanley
New York
-$8.46M
3
Millennium Management
Millennium Management
New York
-$5.95M
4
Goldman Sachs
Goldman Sachs
New York
-$2.83M
5
MWNA
Marshall Wace North America
New York
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Commerzbank Aktiengesellschaft
Germany
$1.42M – – –
ACM
52
Ativo Capital Management
Illinois
$1.42M -$50.7K -999 -3%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$1.41M +$1.42M +28,042 New
FFA
54
Fragasso Financial Advisors
Pennsylvania
$1.33M -$20.6K -406 -2%
Barclays
55
Barclays
United Kingdom
$1.32M -$588K -11,605 -31%
MHC
56
Meyer Handelman Company
New York
$1.21M – – –
UBS Group
57
UBS Group
Switzerland
$1.18M +$20.9K +412 +2%
SC
58
Searle & Co
Connecticut
$1.17M – – –
GHCM
59
Glen Harbor Capital Management
California
$1.16M – – –
S
60
SimplyRich
California
$1.07M – – –
DADC
61
D.A. Davidson & Co
Montana
$1.04M +$48.6K +959 +5%
LFAS
62
Level Four Advisory Services
Texas
$1.02M -$58.5K -1,153 -5%
Brown Advisory
63
Brown Advisory
Maryland
$982K +$9.68K +191 +1%
FA
64
FDx Advisors
Illinois
$980K +$83.7K +1,650 +9%
MCIM
65
Meadow Creek Investment Management
Georgia
$959K – – –
WAM
66
World Asset Management
Michigan
$927K -$305K -6,022 -25%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$919K -$51.1K -1,007 -5%
FIM
68
Freedom Investment Management
Connecticut
$898K +$150K +2,953 +20%
MF
69
Magnetar Financial
Illinois
$871K +$877K +17,300 New
Mariner
70
Mariner
Kansas
$856K +$428K +8,451 +99%
JMH
71
J.M. Hartwell
New York
$838K – – –
CB
72
Commerce Bank
Missouri
$828K +$48.6K +958 +6%
Pacer Advisors
73
Pacer Advisors
Pennsylvania
$823K +$828K +16,339 New
KB
74
Kimelman & Baird
New York
$820K +$825K +16,280 New
DIM
75
DC Investments Management
Virginia
$812K +$486K +9,590 +147%
1 2
3
4 5

FMS Hedge Fund Activity: Q2 2018 in Review

226 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fresenius Medical Care (FMS) for Q2 2018, worth a combined $764M — down 2.2% from $781M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FMS and 28 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 66 added.

The largest buyer was Citigroup, adding an estimated $12.8M. The largest seller was Marathon Asset Management (UK), exiting entirely with an estimated $11.8M sold.

  • 226 institutional investors held Fresenius Medical Care (FMS) as of Q2 2018, down from 233 in Q1 2018.
  • Funds reported $764M of Fresenius Medical Care stock for Q2 2018, down 2.2% quarter-over-quarter.
  • 28 funds opened new Fresenius Medical Care positions in Q2 2018 and 32 closed out, a net change of -4 holders.
  • The largest Fresenius Medical Care buyer in Q2 2018 was Citigroup, an estimated $12.8M added.
  • The largest Fresenius Medical Care seller in Q2 2018 was Marathon Asset Management (UK), an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2018.